MFS INTER INCOME TR
SH BEN INT · CUSIP 55273C107
91
institutional holders
+6 vs Q3 2022
51.9m
shares reported held*
$143.3mreported value*
12 new
26 added
18 reduced
6 sold out
net bought ≈ $6.1m (+2.2m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($84.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.76.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 85 |
| Q4 2022 | 91 |
Biggest buyers
| Karpus Management, Inc. | Added | +2.0m |
| Relative Value Partners Group, LLC | Added | +317.6k |
| 1607 Capital Partners, LLC | Added | +284.1k |
| Allspring Global Investments Holdings, LLC | Added | +176.8k |
| Equitable Holdings, Inc. | Added | +147.8k |
| Ameritas Advisory Services, LLC | Added | +138.1k |
| AMERIPRISE FINANCIAL INC | Added | +115.4k |
| MORGAN STANLEY | Added | +104.4k |
| MONEY CONCEPTS CAPITAL CORP | New | +56.0k |
| OPPENHEIMER & CO INC | Added | +40.6k |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -861.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -221.1k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Reduced | -99.9k |
| Penbrook Management LLC | Reduced | -43.5k |
| UBS Group AG | Reduced | -30.8k |
| EVOKE WEALTH, LLC | Reduced | -26.7k |
| Janney Montgomery Scott LLC | Reduced | -18.5k |
| SIT INVESTMENT ASSOCIATES INC | Reduced | -16.7k |
| Shaker Financial Services, LLC | Sold out | -16.0k |
| PARK AVENUE SECURITIES LLC | Sold out | -13.5k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SIT INVESTMENT ASSOCIATES INC 13G · institution +1.2 pts · filed 2026-10-01 | 31.1% |
Fell to 5% or below in the last year: 1607 Capital Partners, LLC (3.9%, 2026-08-14)
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.44% of their portfolio | 18.7m $51.5m | Reduced -16.7k |
| 1607 Capital Partners, LLC 2.11% of their portfolio | 11.1m $30.7m | Added +284.1k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 8.2m $22.5m | Added +176.8k |
| Karpus Management, Inc. 0.35% of their portfolio | 3.8m $10.4m | Added +2.0m |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $7.7m | Added +104.4k |
| Invesco Ltd. 0.00% of their portfolio | 1.4m $3.9m | Added +1.9k |
| Relative Value Partners Group, LLC 0.18% of their portfolio | 924.9k $2.6m | Added +317.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 504.8k $1.4m | Reduced -221.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 472.5k $1.3m | Added +115.4k |
| EVOKE WEALTH, LLC 0.04% of their portfolio | 413.1k $1.1m | Reduced -26.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 399.1k $1.1m | Reduced -861.7k |
| Ameritas Advisory Services, LLC 0.04% of their portfolio | 313.6k $865.6k | Added +138.1k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 311.2k $858.9k | Reduced -9.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 203.8k $563.2k | Added +38.9k |
| Fortitude Advisory Group L.L.C. 0.43% of their portfolio | 179.4k $495.3k | Added +1.8k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 161.8k $446.4k | Added +147.8k |
| UBS Group AG 0.00% of their portfolio | 159.1k $439.1k | Reduced -30.8k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 130.3k $359.6k | Added +10.0k |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 118.3k $326.6k | Added +40.6k |
| Private Advisor Group, LLC 0.01% of their portfolio | 106.2k $287.0k | Added +5.0k |
| CENTAURUS FINANCIAL, INC. 0.03% of their portfolio | 105.2k $290.0k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 87.2k $241.0k | Reduced -18.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 87.2k $240.0k | Added +7.0k |
| CWM, LLC 0.00% of their portfolio | 82.0k $226.0k | Unchanged |
| Penbrook Management LLC 0.16% of their portfolio | 68.4k $188.9k | Reduced -43.5k |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 61.6k $170.1k | Added +75 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 59.1k $163.0k | Added +16 |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 58.3k $161.0k | Reduced -4.4k |
| MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio | 56.0k $154.7k | New |
| OPTIMUM INVESTMENT ADVISORS 0.08% of their portfolio | 54.0k $149.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 51.4k $141.8k | Added +6.2k |
| SMITH, MOORE & CO. 0.02% of their portfolio | 48.6k $134.2k | Unchanged |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.2k $130.0k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 46.0k $126.9k | Added +6.7k |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio | 36.8k $101.6k | Reduced -4.2k |
| Pekin Hardy Strauss, Inc. 0.02% of their portfolio | 36.6k $101.1k | Reduced -2.7k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio | 36.6k $100.9k | Reduced -99.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 35.8k $98.9k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 35.8k $99.0k | Added +25.0k |
| Elequin Capital, LP 0.03% of their portfolio | 35.6k $98.2k | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 35.5k $97.9k | Reduced -3.9k |
| ASSETMARK, INC 0.00% of their portfolio | 34.8k $95.9k | Unchanged |
| Jackson Hole Capital Partners, LLC 0.03% of their portfolio | 32.3k $89.2k | Reduced -10.8k |
| Dakota Wealth Management 0.01% of their portfolio | 30.5k $84.1k | New |
| Greytown Advisors Inc. 0.04% of their portfolio | 28.6k $79.0k | Unchanged |
| L.M. KOHN & COMPANY 0.03% of their portfolio | 26.5k $73.2k | Added +96 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 24.5k $67.7k | Reduced -2.9k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 21.9k $61.0k | Added +19 |
| Aristides Capital LLC 0.03% of their portfolio | 19.5k $53.9k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 19.1k $52.8k | Added +7.1k |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 18.7k $51.0k | Unchanged |
| Walleye Capital LLC 0.00% of their portfolio | 17.7k $49.0k | New |
| LPL Financial LLC 0.00% of their portfolio | 16.5k $45.6k | Reduced -4.0k |
| Smith Salley Wealth Management 0.00% of their portfolio | 16.3k $45.0k | Reduced -2.0k |
| PHILADELPHIA TRUST CO 0.00% of their portfolio | 16.1k $44.0k | Unchanged |
| NVWM, LLC 0.02% of their portfolio | 15.0k $41.4k | Unchanged |
| SignalPoint Asset Management, LLC 0.01% of their portfolio | 13.4k $37.0k | Added +108 |
| SeaCrest Wealth Management, LLC 0.00% of their portfolio | 12.1k $33.3k | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.8k $32.4k | Unchanged |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio | 10.8k $29.8k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 10.4k $28.6k | Added +234 |
| Rossmore Private Capital 0.00% of their portfolio | 10.3k $28.4k | Unchanged |
| BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio | 10.0k $27.6k | Unchanged |
| WOODMONT INVESTMENT COUNSEL LLC 0.00% of their portfolio | 10.0k $27.6k | Unchanged |
| Argent Trust Co 0.00% of their portfolio | 10.0k $27.6k | Unchanged |
| Quadrant Private Wealth Management, LLC 0.01% of their portfolio | 10.0k $27.6k | First filing |
| HAZLETT, BURT & WATSON, INC. 0.01% of their portfolio | 6.0k $17.0k | Unchanged |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 4.0k $11.0k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 4.0k $11.0k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 3.9k $10.6k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.5k $9.7k | Unchanged |
| Belpointe Asset Management LLC 0.00% of their portfolio | 3.0k $8.3k | New |
| Fortis Capital Advisors, LLC 0.00% of their portfolio | 3.0k $8.3k | First filing |
| Gradient Investments LLC 0.00% of their portfolio | 2.4k $6.7k | Unchanged |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 2.0k $5.7k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3k $3.0k | New |
| UMB Bank, n.a. 0.00% of their portfolio | 1.0k $3.0k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 892 $2.5k | Added +500 |
| Centerpoint Advisors, LLC 0.00% of their portfolio | 872 $2.0k | New |
| ALBION FINANCIAL GROUP /UT 0.00% of their portfolio | 631 $1.7k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 628 $1.7k | Unchanged |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 500 $1.4k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 464 $2.0k | Reduced -34 |
| DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio | 400 $1.1k | New |
| Highlander Capital Management, LLC 0.00% of their portfolio | 400 $1.0k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 282 $778 | First filing |
| Retirement Group, LLC 0.00% of their portfolio | 166 $0 | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 150 $422 | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 83 $229 | Unchanged |
| SITTNER & NELSON, LLC 0.00% of their portfolio | 50 $138 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |